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FWWMX vs LSVMX
FWWMX vs LSVMX Comparison
Open Charts FWWMX vs LSVMX
FWWMX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 219B vs. LSVMX (28.3M). LSVMX pays higher dividends than FWWMX: LSVMX (1.79) vs FWWMX (1.44). FWWMX was incepted earlier than LSVMX: FWWMX (6 years) vs LSVMX (12 years). LSVMX (0.96) is less costly to investors than FWWMX (0.31). LSVMX (30.00) and FWWMX (29.00) have comparable annual turnover. FWWMX has a lower initial minimum investment than LSVMX: FWWMX (250) vs LSVMX (100000). FWWMX annual gain was more profitable for investors over the last year : 5.51 vs. LSVMX (2.01). FWWMX return over 5 years is better than : 30.83 vs. LSVMX (-6.98).
| FWWMX | LSVMX | FWWMX / LSVMX | |
| Total Expense Ratio | 0.31 | 0.55 | 56% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 3.609 | 13.570 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 28.3M | 773,852% |
| Annual Yield % from dividends | 1.44 | 1.79 | 81% |
| Returns for 1 year | 5.51 | 2.01 | 274% |
| Returns for 3 years | 27.22 | -0.48 | -5,614% |
| Returns for 5 years | 30.83 | -6.98 | -442% |
| Returns for 10 years | N/A | 18.30 | - |
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